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Affiliated Managers Group

491 hedge funds and large institutions have $6.72B invested in Affiliated Managers Group in 2018 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 176 increasing their positions, 194 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

9% less repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 194

1.33% less ownership

Funds ownership: 93.5%92.18% (-1.3%)

3% less funds holding

Funds holding: 508491 (-17)

11% less capital invested

Capital invested by funds: $7.52B → $6.72B (-$792M)

21% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 61

56% less call options, than puts

Call options by funds: $25.5M | Put options by funds: $58.5M

Holders
491
Holders Change
-17
Holders Change %
-3.35%
% of All Funds
11.23%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
48
Increased
176
Reduced
194
Closed
61
Calls
$25.5M
Puts
$58.5M
Net Calls
-$32.9M
Net Calls Change
-$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
KA
426
Kaizen Advisory
Illinois
$20K
TPWA
427
TRUE Private Wealth Advisors
Oregon
$18.3K +$19.8K +134 New
WT
428
Whittier Trust
California
$18K
OWA
429
One Wealth Advisors
California
$17K -$1.62K -11 -8%
FMII
430
Farmers & Merchants Investments Inc
Nebraska
$17K +$295 +2 +2%
Fifth Third Bancorp
431
Fifth Third Bancorp
Ohio
$16K +$3.4K +23 +24%
LNB
432
Ledyard National Bank
$15K -$2.95K -20 -15%
QCG
433
Quadrant Capital Group
Ohio
$15K +$591 +4 +3%
GRP
434
Global Retirement Partners
California
$15K +$6.5K +44 +70%
CBOA
435
Commonwealth Bank of Australia
Australia
$14K
IP
436
Isthmus Partners
Wisconsin
$14K
ACS
437
Archford Capital Strategies
Illinois
$13K
CPIG
438
Chicago Partners Investment Group
Illinois
$12K
WTB
439
Washington Trust Bank
Washington
$11K -$5.61K -38 -33%
CTC
440
Central Trust Company
Missouri
$11K
GAM
441
Gemmer Asset Management
California
$10K
SFG
442
SevenBridge Financial Group
Pennsylvania
$10K
FHB
443
First Hawaiian Bank
Hawaii
$10K +$10.3K +70 New
TAIM
444
TD Ameritrade Investment Management
Nebraska
$10K +$11.2K +76 New
ASN
445
Advisory Services Network
Georgia
$9K -$19.2K -130 -66%
IA
446
IFP Advisors
Florida
$9K -$12.8K -87 -56%
MWM
447
MinichMacGregor Wealth Management
New York
$8K -$443 -3 -5%
SBL
448
Sargent Bickham Lagudis
Colorado
$8K
TCOV
449
Trust Company of Vermont
Vermont
$8K
WTC
450
WhitTier Trust Company
Nevada
$8K

AMG Hedge Fund Activity: Q3 2018 in Review

491 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q3 2018, worth a combined $6.72B — down 11% from $7.52B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of AMG and 48 opened new positions — a net loss of 13 holders — while 194 trimmed existing stakes and 176 added.

The largest buyer was Southeastern Asset Management, opening a new position worth an estimated $173M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $229M.

  • 491 institutional investors held Affiliated Managers Group (AMG) as of Q3 2018, down from 508 in Q2 2018.
  • Funds reported $6.72B of Affiliated Managers Group stock for Q3 2018, down 11% quarter-over-quarter.
  • 48 funds opened new Affiliated Managers Group positions in Q3 2018 and 61 closed out, a net change of -13 holders.
  • The largest Affiliated Managers Group buyer in Q3 2018 was Southeastern Asset Management, an estimated $173M added.
  • The largest Affiliated Managers Group seller in Q3 2018 was Manulife (Manufacturers Life Insurance), an estimated $229M sold.

Based on aggregated 13F filings for Q3 2018.